Meridian is a leading lower middle-market advisory firm delivering solutions to owners navigating business transitions.

This website is for informational purposes only and does not constitute an offer, solicitation, recommendation, or commitment to enter into any transaction, to buy or sell any security, or to provide investment advice. Products and services described herein may not be available in all jurisdictions. Any market price, indicative value, estimate, opinion, data, or other information provided is subject to change without notice, and Meridian accepts no liability for its accuracy, completeness, or for updating the information. Meridian is not a registered broker-dealer, nor does it claim to be, under Section 15(b) of the Securities Exchange Act of 1934 and does not provide financing, hold customer funds or securities, or engage in public offerings of securities.

Disclosure: The transactions shown are for illustrative purposes only. Some transactions were completed while our advisors or team members were employed at prior firms, some are currently pending, and certain transactions were executed by brokers while affiliated with other organizations. Inclusion of these transactions does not represent the full transaction history of Meridian, and no representation is made that similar results will be achieved in the future. Past performance is not indicative of future results. Investments involve risk, including the potential loss of principal.